Senior Partner Practice of St. James's Place Wealth Management
Richard Avery Dip PFS, APFS - Chartered Financial Planner
Richard joined the Practice at the start of 2013 as a Law graduate, having worked in pension administration prior to this. He went through the St. James’s Place Academy programme whilst para-planning for the Practice, becoming a fully Diploma qualified Adviser in December 2013. Richard was drawn to the Practice because of its emphasis on helping individuals and families in planning to meet their short-, medium- and long-term financial goals, whilst building long-lasting relationships with his clients.
Contact Richard Avery Dip PFS, APFS - Chartered Financial Planner
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.